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Upturn AI SWOT - About
PI 
Impinj Inc (PI)
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Upturn Advisory Summary
04/01/2025: PI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 62.26% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.62B USD | Price to earnings Ratio 65.25 | 1Y Target Price 141.38 |
Price to earnings Ratio 65.25 | 1Y Target Price 141.38 | ||
Volume (30-day avg) 514986 | Beta 1.98 | 52 Weeks Range 83.53 - 239.88 | Updated Date 04/1/2025 |
52 Weeks Range 83.53 - 239.88 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.15% | Operating Margin (TTM) -2.85% |
Management Effectiveness
Return on Assets (TTM) -0.48% | Return on Equity (TTM) 44.39% |
Valuation
Trailing PE 65.25 | Forward PE 66.67 | Enterprise Value 2717065700 | Price to Sales(TTM) 7.15 |
Enterprise Value 2717065700 | Price to Sales(TTM) 7.15 | ||
Enterprise Value to Revenue 7.42 | Enterprise Value to EBITDA 46.99 | Shares Outstanding 28538100 | Shares Floating 25256526 |
Shares Outstanding 28538100 | Shares Floating 25256526 | ||
Percent Insiders 4.35 | Percent Institutions 110.98 |
Analyst Ratings
Rating 4.5 | Target Price 243.7 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Impinj Inc
Company Overview
History and Background
Impinj Inc. was founded in 2000 and is a leading provider of RAIN RFID (Radio Frequency Identification) solutions. It pioneered endpoint ICs and connectivity that link physical items to the digital world.
Core Business Areas
- Endpoint ICs: Impinj's endpoint ICs are tiny microchips that are attached to items and broadcast unique identifiers to RAIN RFID readers.
- Connectivity: Impinj's connectivity products include readers, gateways, and software that collect and process data from RAIN RFID tags.
- Software: Impinj provides software to manage and analyze RAIN RFID data, enabling businesses to track inventory, improve efficiency, and prevent loss.
Leadership and Structure
Chris Diorio is the CEO and co-founder of Impinj. The company has a traditional corporate structure with various departments, including engineering, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Impinj Monza Endpoint ICs: These ICs are embedded in RAIN RFID tags and attached to various items. They transmit unique identifiers. Market share estimated at around 30-40% of RAIN RFID endpoint IC market. Competitors include NXP Semiconductors and Alien Technology.
- Impinj Readers: Impinj readers capture data from RAIN RFID tags. These readers are used in retail, supply chain, and logistics applications. Competitors include Zebra Technologies and Honeywell.
- Impinj ItemSense Software Platform: The Impinj ItemSense software platform manages RAIN RFID data and integrates it with other enterprise systems. Provides item tracking data, management, and real-time visibility. Competitors include SML Group Clarity platform and Avery Dennison's Atma.io.
Market Dynamics
Industry Overview
The RAIN RFID market is growing rapidly, driven by increasing demand for item-level tracking and inventory management across various industries. Increased use in retail, healthcare, logistics, and manufacturing.
Positioning
Impinj is a market leader in RAIN RFID solutions, offering a comprehensive portfolio of endpoint ICs, readers, and software. The company's competitive advantage lies in its technology, brand recognition, and extensive partner ecosystem.
Total Addressable Market (TAM)
The estimated TAM for RAIN RFID is projected to reach tens of billions of dollars. Impinj is well-positioned to capture a significant share of this market with its end-to-end solutions.
Upturn SWOT Analysis
Strengths
- Technology Leadership
- Strong Brand Recognition
- Extensive Partner Ecosystem
- Comprehensive Product Portfolio
- First mover advantage
Weaknesses
- Reliance on few large customers
- Dependence on semiconductor foundries
- Inventory Management Risk
- Susceptible to economic downturns
Opportunities
- Expanding into new markets (e.g., healthcare)
- Developing new applications for RAIN RFID
- Acquiring complementary technologies
- Increasing adoption in existing markets
Threats
- Competition from established players (e.g., NXP)
- Emergence of alternative technologies
- Supply chain disruptions
- Price erosion
Competitors and Market Share
Key Competitors
- NXP Semiconductors (NXPI)
- Zebra Technologies (ZBRA)
- Avery Dennison (AVY)
Competitive Landscape
Impinj holds a leading position due to its endpoint IC technology. NXP Semiconductors competes with a broader product portfolio, Zebra Technologies focuses on RFID readers and printers, and Avery Dennison integrates RFID into its labeling solutions.
Major Acquisitions
SmartSignal
- Year: 2010
- Acquisition Price (USD millions): 12
- Strategic Rationale: Acquisition of SmartSignal brought hardware design and development capabilities in house.
Growth Trajectory and Initiatives
Historical Growth: Impinj has experienced significant revenue growth in recent years, driven by the increasing adoption of RAIN RFID technology.
Future Projections: Analyst estimates project continued revenue growth for Impinj, driven by expanding markets and new product introductions.
Recent Initiatives: Recent initiatives include expanding the Impinj platform to support new applications and partnering with leading retailers and manufacturers.
Summary
Impinj is a strong player in the RAIN RFID market, benefiting from its technology leadership and expanding market. Its strengths include its product portfolio and ecosystem. The company needs to manage its reliance on few customers and competition. It must watch competitors and innovate to succeed.
Similar Companies
AVY
Avery Dennison Corp
AVY
Avery Dennison Corp
HON
Honeywell International Inc
HON
Honeywell International Inc
NXPI
NXP Semiconductors NV
NXPI
NXP Semiconductors NV
ZBRA
Zebra Technologies Corporation
ZBRA
Zebra Technologies Corporation
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Impinj Inc
Exchange NASDAQ | Headquaters Seattle, WA, United States | ||
IPO Launch date 2016-07-21 | Co-Founder, Vice Chairman & CEO Dr. Chris Diorio Ph.D. | ||
Sector Technology | Industry Semiconductors | Full time employees 451 | Website https://www.impinj.com |
Full time employees 451 | Website https://www.impinj.com | ||
Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enable its partners to solve enterprise business problems, such as retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
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